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Where is your primary residence?

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Did Someone Refer You to Bull Run?

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What is the Approximate Amount of Your Investable Assets?

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Our Process

The Platforms Behind Your Financial Life

Your investments, financial plan, and wealth reporting are connected through institutional-grade technology — accessible 24/7 from any device.

Explore Your Technology
3 Integrated
Platforms
24/7 Portal &
Mobile Access
1 Unified Wealth
Dashboard
Your Technology

Everything Connected, Always Accessible

Your investments, financial plan, and wealth reporting are seamlessly integrated through institutional-grade platforms. Once onboarded, everything syncs automatically—updated daily and accessible 24/7 from any device.

Charles Schwab
Custodian & Accounts
Your Assets
Black Diamond
Wealth Dashboard
Live Reporting
RightCapital
Financial Planning
Your Plan

All platforms sync automatically — your data flows in real time.

0
Hour Access
0
Integrated Platforms
$0
SIPC Insurance
0%
Transparency
Wealth Dashboard

Black Diamond

Your Complete Wealth Picture — Updated Daily

Black Diamond is your BRIM-branded wealth portal—a single, secure dashboard where you can see every account, every holding, and your full performance history in real time. It’s the same institutional-grade platform used by firms managing billions.

Live Performance Reporting — Track your returns against the S&P 500, Nasdaq 100, and Russell benchmarks across any time period. View consolidated or per-account.
Activity Summary & Gain/Loss — Beginning value, net additions, realized and unrealized gains, market change—all broken down by account, time period, and asset class.
Strategy Allocation & Holdings — See your exact allocation across our SMA strategies, top holdings with percentage weights, and real-time asset class breakdown.
Transaction History — Every buy, sell, dividend, contribution, and fee—filterable by type, date range, and account. Full transparency into every dollar.
Secure Document Vault — Access statements, tax forms, and shared documents. Upload files, organize into folders, and share securely with your advisory team.
Your Financial Team — Direct contact links to Chris Passarelli (Founder/CEO), Bobby Feisse (Estate & Trust), and Brian Wendroff (Tax & Accounting)—all from inside the portal.
HOMENET WORTHPORTFOLIOVAULTPLANNINGCLIENT EXAMPLE HOUSEHOLDClient Example HouseholdTOTAL VALUE$12,652,424Account GroupsJOINT INVESTMENT$4,215,830TRADITIONAL IRA$2,891,445ROTH IRA$3,105,612TRUST$2,439,5374 accounts across 4 groupsMy Financial TeamCPChris PassarelliFounder, CEO and CIOBFBobby FeisseEstate and Trust PlannerBWBrian WendroffTax and AccountingTop HoldingsNVIDIA CORP9.2%COREWEAVE INC3.1%MICROSOFT CORP2.3%META PLATFORMS2.1%ALPHABET INC2.1%APPLE INC2.0%FIDELITY SELECT GOLD1.8%AMAZON.COM INC1.7%Performance33.3%YTD Return■ Portfolio▢ BenchmarkGain / LossUnrealized5.8MRealized2.4MTotal8.2M+71%+29%Strategy Allocation● Equity 62%● Fixed 25%● Alts 13%Market ReturnsS&P 50021.7%NASDAQ 10022.4%RUSSELL 100021.4%
Financial Planning

RightCapital

Your Interactive Financial Plan — Forward-Looking & Customizable

RightCapital is where your financial plan lives. It models your entire financial future—retirement projections, tax strategies, Social Security optimization, and scenario analysis—all updated in real time as your portfolio and life circumstances evolve.

Retirement Projections — Monte Carlo simulations modeling thousands of market scenarios to calculate your probability of success. See your confidence level update in real time as you adjust assumptions.
Custom Scenario Analysis — Stress-test your plan against specific market conditions: bad decade scenarios, Fed policy shifts, flat returns, or custom CAGR assumptions from 1% to 15%. See how each scenario affects your retirement outcome.
Tax Strategy & Roth Conversion — Visualize the impact of Roth conversions, tax-efficient withdrawals, and distribution strategies. See your effective tax rate, tax allocation summary, and year-by-year projections.
Social Security Optimization — Analyzes 700+ filing strategy combinations to find the optimal claiming age and approach for you and your spouse, maximizing lifetime benefits.
Net Worth & Cash Flow — Interactive balance sheet, spending analysis, and year-by-year cash flow projections. See where your money is going and plan accordingly.
Mobile App — Track your probability of success, account balances, budget, and tasks from anywhere. Upload documents on the go and view plan updates in real time.
DashboardInvestmentRetirementInsuranceTaxEstateProfileSnapshotBalance SheetLiquidityBudgetTasksSnapshotProbability of success of Proposed plan84%Probability ofsuccess$13.15mmNet worth14.2%Effective federal tax rateAsset simulation results536888$40mm$20mmBalance SheetBank$85,000Invested assets$12,652,424Real estate assets$850,000Credit cards($12,000)Mortgages($425,000)Net worth$13,150,424Assets 97% | Liabilities 3%Current allocation75/25● U.S. Equities 62%● U.S. Bonds 18%● Real Estate 12%● Cash 5%● Intl Equity 3%
Custodian

Charles Schwab

Your Assets, Held Directly in Your Name

Charles Schwab is one of the largest and most trusted financial custodians in the world. Your assets are held separately in your name—never pooled, always accessible, and fully insured. You maintain direct login access to view holdings, transactions, and account details at any time.

SIPC Insurance — Securities Investor Protection Corporation coverage protects your accounts up to $500,000 (including $250,000 for cash claims).
Direct Account Access — Log in to Schwab.com anytime to view balances, holdings, statements, and tax documents. Your accounts, your access—independent of us.
Seamless Integration — All Schwab account data flows directly into Black Diamond and RightCapital. No manual entry, no lag—everything syncs automatically.
schwabAccountsTradeResearchPlanningTotal Account Value$12,652,424.00+$18,432.16 today (+0.15%)As of market closeJoint InvestmentBrokerage ****4218$4,215,830+$6,128.44Traditional IRAIRA ****7912$2,891,445+$4,207.82Roth IRARoth IRA ****3156$3,105,612+$4,519.17Revocable TrustTrust ****8847$2,439,537+$3,576.73SIPC InsuredIndependent RIA Custodianschwab.com|Mobile App
Ask Bull Run AI

Ask our AI anything about Bull Run.

Ask it here and get an answer in a few seconds, with a link to the page that backs it up. Answers come from this website only — no account access, no lookups.

Reading the site

General information from this website only — not advice and not a recommendation. Past performance does not predict future results.

Phone (703) 344-6844
Email info@bullrunim.com
Address 6731 Whittier Avenue, McLean VA, 22101
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